Why Choose Integritas Financial Planners

Bespoke, 100% Independent Financial Advice

At Integritas Financial Planners, we specialise in helping individuals and small to medium-sized businesses to achieve their goals through holistic financial planning and support.

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No obligations 'discovery' meeting

All new clients are given an initial, free of charge, ‘discovery’ meeting without any obligation or commitment to work with us at this point.
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Bespoke advice, tailored to you

We understand that every one of our clients is unique, so our advice is bespoke and tailored. We don’t provide off-the-shelf solution solutions.
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We focus on the big picture

We take the time to understand your individual circumstances and look at the big picture of your aims and ambitions.
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A broad spectrum of expertise

We can advise across the whole spectrum of your finances. Investment and retirement planning, financial protection and wealth management.
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100% Independent Financial Advice

We are not tied to specific products or providers, so you can be sure that our advice is 100% independent and in your best interests.
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We work for you, at your pace

We understand that financial decisions take time. There is no pressure to make a quick decision on any advice we provide.
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Professional, but friendly service

We are professional and highly-qualified, but friendly and hospitable. We take time to explain jargon and answer your concerns.
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We save you time

Our service is efficient and effective. We aim to provide peace of mind by focusing on keeping your financial affairs in order.

How We Work With Our Clients

All new clients are offered an initial, ’discovery’ meeting free of charge and without obligation. We feel this is important so that you can be confident that you will be comfortable working with us – and so that we can be sure that we can deliver value in helping you achieve your goals and objectives.

Once we have a full picture of where you are now financially, and where you want to be, we will build a tailored strategy to get you there. Our recommendations will be discussed with you in detail. Our language is always jargon-free and easy to understand.

Our charges will be fully explained and agreed with you upfront so that there are no nasty surprises. We will only accept clients where we are confident we can add real value to their current circumstances.

Only when you are happy with the financial strategy we have drawn up, will we implement it. Our mission is to build long-term relationships with clients where we hold regular update meetings and ensure that everything is on track.

“Integritas helped guide us through all our financial matters, helped plan for our retirement and completed the paperwork with ease. We found Mark to be extremely patient and understanding as we worked through our finances. We felt relaxed throughout the whole process, and it was very easy to talk to him. He ensured that we understood all the jargon as we went along, which gave us confidence in him.

“We have never felt pressurised to make snap decisions as he allowed us time to digest his recommendations. We feel we can contact him for more information at any time and can genuinely recommend him.” Sally-Anne

Staffordshire

Schedule your free consultation today

Our free discovery consultation will help you to build a clearer picture of your financial situation and offer some potential options that could be explored.

How We Charge For Our Services

We ensure that there are no hidden fees when you engage with us to look after your financial planning. You will be told exactly what the costs and charges are for our services before we begin any work. As professional Financial Planners, we charge fees and are not influenced in any way by commission payments from product providers.

For all new and prospective clients, we are pleased to hold initial “discovery” meetings entirely at our expense, and without obligation. Our Client Agreement includes our typical charging structure. Having met with you at the initial meeting and confirmed that you would like to work with us, we will send you a detailed letter of engagement, which includes:

  • A summary of your aims and objectives
  • Details of the services we will provide
  • The fees for these services, and how the fees can be paid

We will not charge you anything until we have received a signed copy of the engagement letter. This way, we know that you understand the services to be provided and the fees payable.

The Integritas Financial Planning Process

At Integritas, we take the time to understand your financial goals – and work with you to attain them. We do this using a five-step process:

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Discovery

Build a clear picture of your current financial circumstances, with no obligations
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Your Aims & Objectives

Clarify your aims, objectives and timescales over which you wish to achieve your goals
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Review & Recommendation

Analyse your current position; highlight gaps and recommendations to reach your goals
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Implementing Your Plans

We explain our report and answer any questions or concerns you may have
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Ongoing Review

Regular face-to-face reviews to keep you updated and make any necessary changes
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Discovery

Build a clear picture of your current financial circumstances, with no obligations
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Your Aims & Objectives

Clarify your aims, objectives and timescales over which you wish to achieve your goals
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Review & Recommendation

Analyse your current position; highlight gaps and recommendations to reach your goals
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Implementing Your Plans

We explain our report and answer any questions or concerns you may have
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Ongoing Review

Regular face-to-face reviews to keep you updated and make any necessary changes

Download Our Service Agreement

Get access to the Integritas Financial Planners client service agreement. It’s a legal requirement before we can provide any tailored advice to you.